Kharter Romero
Katy,TX
Summary
Professional Summary
Dynamic, results-oriented professional with over 10 years of experience in customer success, category operations, pricing analysis, and product lifecycle management across the foodservice and B2B sectors. Expertise in transforming data into actionable insights has led to significant improvements in client satisfaction, cost accuracy, and operational efficiency. Proven ability to collaborate effectively with Account Executives, Buyers, Inventory Planners, and Category Managers to synchronize pricing strategies, forecasting efforts, and product execution within diverse business portfolios. Committed to driving measurable results through innovative solutions and strategic partnerships.
Overview
9
9
years of professional experience
Work History
Part-Time Realtor | Client Success Consultant
United Real Estate
01.2020 - Current
- Closed $18M+ in residential and commercial transactions, achieving 98% on-time closings and 100% client-satisfaction ratings through precision, negotiation, and proactive service delivery.
- Leveraged KVCORE CRM to enhance client engagement, automate follow-ups, and increase referral and repeat business by 60%.
- Streamlined contract-to-close workflows with lenders and title partners, reducing cycle times by 30% while ensuring regulatory compliance.
- Delivered data-driven pricing and market analyses to guide valuation, listing, and investment strategies for maximum ROI.
- Negotiated vendor partnerships and marketing agreements that cut operational costs by 15% while maintaining premium client experience standards.
- Recognized for strategic client management and analytical insight, integrating data, process improvement, and relationship management to drive measurable outcomes.
Customer Success Partner
Sysco Corporation
11.2019 - 08.2025
- Supported a $25M+ national customer portfolio with 98% retention, coordinating pricing accuracy, onboarding, and order management to ensure seamless client experiences.
- Collaborated closely with Account Executives, Inventory Planners, Buyers, and the National Accounts team to forecast demand, prevent product gaps, and sustain 99% product availability across multiple distribution centers.
- Managed Order Guides, Auto Ships, and Limited-Time Offers (LTOs) to maintain accuracy, compliance, and timely product execution.
- Partnered with third-party logistics providers to resolve delivery issues, improving on-time arrival performance by 15%.
- Analyzed portfolio KPIs and client performance metrics to identify trends, strengthen communication, and enhance operational efficiency.
- Increased Net Promoter Score (NPS) from 72 to 90 through proactive outreach, workflow optimization, and improved issue-resolution speed.
- Applied Lean and Six Sigma principles to streamline onboarding and service workflows, reducing response times and elevating overall customer satisfaction.
- Coordinated cross-departmental process improvements that enhanced visibility, accuracy, and collaboration between client-facing and operational teams.
- Oversaw strategic initiatives to enhance operational efficiency across multiple business units.
Costing Analyst
Sysco Corporation
09.2016 - 11.2019
- Analyzed cost data to identify trends and recommend pricing strategies.
- Partnered with Strategic Sourcing, Category Management, and Finance to optimize budgeting models and improve forecast reliability through cross-functional collaboration.
- Collaborated with cross-functional teams to optimize processes and improve financial forecasting accuracy.
- Collaborated with cross-functional teams to optimize budgeting processes and improve financial forecasting accuracy.
- Conducted root-cause analyses on supplier repayments and claims, preventing $2M+ in overpayments and improving audit readiness.
- Reconciled $15M+ in supplier claims, cutting resolution time by 20% and ensuring full contractual and financial compliance.
- Managed weekly and monthly pricing updates for commodity, non-commodity, sourced, and non-sourced suppliers in partnership with Product Managers and Business Center Directors.
- Maintained daily dairy-market overage tracking systems to enhance cost accuracy and forecasting reliability.
- Applied Lean and Six Sigma methodologies to improve pricing consistency by 20% and eliminate 30% of pre-distribution errors, strengthening overall data integrity.
- Streamlined reporting procedures and cost-validation processes, increasing transparency and accessibility of financial data for leadership decision-making.
Education
Certificate - Real Estate
Champions School of Real Estate
Houston, TX01.2020
Skills
- Product & Category Management
- Pricing & Cost Analysis
- Customer Experience Optimization
- Supplier & Vendor Relations
- Lean & Six Sigma Process Improvement
- Cross-Functional Leadership
- Operational Excellence
- Data Integrity & Compliance
- Client relations
- Contract negotiation
- Strong negotiation skills
- Comparative market analysis
Qualifications Profile
Strategic and relationship-driven professional recognized for driving operational efficiency, category growth, and customer-centric innovation across national distribution networks. Skilled in Product Management, Category Strategy, Pricing Optimization, and Customer Experience, with a proven ability to bridge analytics, supplier collaboration, and process improvement to achieve measurable business results. Known for combining data-driven decision-making with strong cross-functional leadership to enhance profitability, streamline workflows, and strengthen stakeholder relationships. Adept at applying Lean and Six Sigma principles to optimize operations, improve forecasting accuracy, and elevate service quality across foodservice, manufacturing, and logistics environments.
Career Highlights
- Directed a $25M+ portfolio with 98% client retention, aligning pricing, forecasting, and category analytics to enhance profitability.
- Reduced supplier-claim discrepancies by 35% through audit automation, pricing validation, and margin alignment.
- Shortened onboarding and implementation cycles by 30%, improving time-to-value and customer satisfaction.
- Increased reporting visibility and cost-validation accuracy by 20% through process redesign and KPI tracking.
- Credited with building collaboration models between Category, Sourcing, and IT teams to streamline communication and strengthen client outcomes.
Training & Systems
- SAP (MM, SD, Pricing)
- Oracle ERP
- NetSuite
- Salesforce CRM
- Power BI
- Tableau
- SQL
- Excel (Advanced PivotTables & Macros)
- Smartsheet
- SharePoint
- Demand Planning & Forecasting Analytics
- KPI Reporting
- Data Visualization & Automation
EARLIER CAREER
- Cash Application - Sysco Corp
2015 - 2016
- Customer Service Lead II- Sysco Corp
2014 – 2015
- Collector Supervisor – Linebarger Law Firm
2012 – 2014
- Customer Service Supervisor – HCTRA
2008 – 2012
Timeline
Part-Time Realtor | Client Success Consultant
United Real Estate
01.2020 - Current
Customer Success Partner
Sysco Corporation
11.2019 - 08.2025
Costing Analyst
Sysco Corporation
09.2016 - 11.2019
Certificate - Real Estate
Champions School of Real Estate